★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Engraved harvest field, rows of bound sheaves being tallied beside a cart

The Filing Season

Every 13F report from every filer: cover-page totals for the whole season, what got accumulated and reduced, who changed, and the amendments record.

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025

8,836 of approximately 8,118 expected managers have filed for Q4 2025 (108.8%); “expected” = the prior season's filer count

9,08013F-HR reports
$68.16TΣ reported value
5.65MHoldings listedall filers · Q4 2025
245Amendments
1,957Notice filings
Jan 02First filed
Oct 30Latest filed

Σ value = cover-page totals as reported, across 9,078 of 9,080 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

9,080 reports filed Jan 02 to May 29; busiest day Feb 17 with 1,5894448891,3341,779Jan 02: 8 reportsJan 05: 53 reportsJan 06: 66 reportsJan 07: 101 reportsJan 08: 83 reportsJan 09: 74 reportsJan 12: 154 reportsJan 13: 92 reportsJan 14: 182 reportsJan 15: 174 reportsJan 16: 141 reportsJan 20: 153 reportsJan 21: 229 reportsJan 22: 156 reportsJan 23: 261 reportsJan 26: 238 reportsJan 27: 231 reportsJan 28: 233 reportsJan 29: 212 reportsJan 30: 159 reportsFeb 02: 219 reportsFeb 03: 225 reportsFeb 04: 230 reportsFeb 05: 327 reportsFeb 06: 304 reportsFeb 09: 294 reportsFeb 10: 428 reportsFeb 11: 429 reportsFeb 12: 514 reportsFeb 13: 1,012 reportsFeb 17: 1,589 reportsFeb 18: 127 reportsFeb 19: 33 reportsFeb 20: 45 reportsFeb 23: 28 reportsFeb 24: 33 reportsFeb 25: 11 reportsFeb 26: 14 reportsFeb 27: 11 reportsMar 02: 10 reportsMar 03: 14 reportsMar 04: 7 reportsMar 05: 10 reportsMar 06: 5 reportsMar 09: 5 reportsMar 10: 5 reportsMar 11: 5 reportsMar 12: 5 reportsMar 13: 5 reportsMar 16: 2 reportsMar 17: 7 reportsMar 19: 1 reportsMar 20: 2 reportsMar 23: 2 reportsMar 24: 3 reportsMar 25: 1 reportsMar 26: 2 reportsMar 27: 3 reportsMar 31: 1 reportsApr 01: 5 reportsApr 02: 3 reportsApr 06: 1 reportsApr 07: 4 reportsApr 08: 3 reportsApr 09: 2 reportsApr 10: 4 reportsApr 14: 1 reportsApr 16: 1 reportsApr 17: 2 reportsApr 20: 1 reportsApr 21: 3 reportsApr 22: 2 reportsApr 24: 2 reportsApr 28: 2 reportsApr 29: 2 reportsApr 30: 1 reportsMay 05: 2 reportsMay 06: 2 reportsMay 07: 7 reportsMay 08: 1 reportsMay 11: 3 reportsMay 12: 4 reportsMay 13: 6 reportsMay 14: 7 reportsMay 15: 15 reportsMay 18: 1 reportsMay 19: 1 reportsMay 20: 7 reportsMay 21: 2 reportsMay 22: 4 reportsMay 26: 3 reportsMay 27: 3 reportsMay 28: 3 reportsMay 29: 2 reports100%45-day deadline · Feb 141,589 on Feb 17Jan 15Feb 1Feb 15Mar 1Mar 15Apr 1Apr 15May 1May 15
13F-HR reports filed per day, all filers, with the 45-day statutory deadline marked. Bars are calendar days (weekends stay empty); the line traces the cumulative share of the season filed.
52.6% of reports arrived in the final week before the Feb 14 deadline
What the tracked universe did this season
+10,294New positions
−7,298Full exits
38,010Increased
32,892Reduced
58Comparable managers

Position-level changes across tracked managers with a comparable prior filing (the deep-parsed universe, not all filers). Buying in depth → · Selling in depth →

Street lamps in front of the glass facade of the SEC headquarters
Headquarters of the U.S. Securities and Exchange Commission, Washington, D.C., 2008. Photo: David (dbking on Flickr) · CC BY 2.0 · Wikimedia Commons · All photo credits
Most accumulated · most reduced

Most accumulated so far

SecurityΔ holdersNewHolders
Q Qnity Electronics… +26 +27 163
SOLS Solstice Advanced… +23 +24 144
MDLN Medline Inc. +21 +22 85
FRMI Fermi Inc. Common… +20 +20 65
ALH Alliance Laundry… +18 +19 66
NP +18 +19 43
LLYVA Liberty Live Group +17 +18 100
WLTH Wealthfront… +17 +18 45

Most reduced so far

SecurityΔ holdersExitsHolders
SPNS -19 −19 6
LNWO Light & Wonder, Inc. -17 −18 9
WOW -16 −16 4
IRBT -14 −14 5
LAZRQ -11 −11 4
ZK -10 −10 3
ILLR -9 −9 3
ADAPY -6 −6 4

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 The Vanguard Group $6.90T 17,686 Jan 29
2 BlackRock $5.92T 50,216 Feb 12
3 State Street Global Advisors $2.98T 4,288 Feb 13
4 Fidelity (FMR) $1.96T 13,225 Feb 17
5 Morgan Stanley $1.67T 45,420 Feb 13
6 Geode Capital Management $1.62T 8,528 Feb 09
7 JPMorgan Chase $1.59T 31,795 Feb 11
8 Bank Of America Corp /De/ $1.37T 28,105 Feb 17
9 Norges Bank $934.76B 1,577 Feb 10
10 Susquehanna International Group, Llp $868.03B 13,927 Feb 17
11 Goldman Sachs Group $811.11B 13,034 Feb 10
12 Northern Trust Corp $784.38B 20,753 Feb 17
Notable manager changes
01 JPMorgan Chase

Reported value -52.3% QoQ ($3.34T → $1.59T)

→
02 Point72 Asset Management

Reported value +49.6% QoQ ($59.76B → $89.42B)

→
03 Harris Associates (Oakmark)

Reported value +26.8% QoQ ($62.38B → $79.12B)

→
04 Soros Fund Management

Reported value +22.9% QoQ ($7.02B → $8.63B)

→
05 Norges Bank

+1560 new positions this quarter (1,577 total)

→
06 Citadel Advisors

+1347 new positions this quarter (15,403 total)

→
07 Marshall Wace

+691 new positions this quarter (6,074 total)

→
08 Altimeter Capital

Top-10 concentration 82% → 89% (+7.3pp)

→
09 Millennium Management

Top-10 concentration 15% → 21% (+5.7pp)

→
10 Bridgewater Associates

Top-10 concentration 33% → 36% (+3.8pp)

→

Screened from tracked managers with comparable prior filings: largest reported-value swings (≥$500M books), most new positions, and biggest concentration jumps. Value changes mix trading and market moves.

The amendments record
ManagerTypeOriginal filedAmendedValue: original → amended
Neuberger Berman Group LLC restatement Feb 13 Oct 27 $134.34B → $134.40B (0.0%) SEC ↗
East Coast Asset Management, LLC. restatement Feb 17 Oct 26 $340.04M → $629.85M (+85.2%) SEC ↗
Blackstone Inc. new holdings Feb 17 Oct 09 $25.31B → $6.00B (-76.3%) SEC ↗
Elm Partners Management LLC restatement Feb 10 Oct 07 $2.20B → $2.70B (+22.6%) SEC ↗
Advus Financial Partners, LLC restatement n/a Oct 02 totals pending parse SEC ↗
OP Asset Management Ltd restatement Apr 21 Sep 28 $8.42B → $8.22B (-2.4%) SEC ↗
Catalio Capital Management, LP restatement Feb 17 Sep 02 $565.79M → $565.79M (0.0%) SEC ↗
Pandowealth. LLC restatement n/a Aug 28 totals pending parse SEC ↗
Cornerstone Financial Management LLC restatement Feb 13 Aug 28 $106.50M → $106.50M (0.0%) SEC ↗
VELA Investment Management, LLC restatement Feb 02 Aug 27 $425.05M → $420.56M (-1.1%) SEC ↗
Boston Research & Management Inc new holdings Feb 11 Aug 27 $433,688 → $439.93M (+101338.4%) SEC ↗
Dakota Wealth Management restatement Jan 13 Aug 26 $5.64B → $5.64B (0.0%) SEC ↗
Redwood Investment Management, LLC restatement Feb 17 Aug 26 $889,805 → $889,841 (0.0%) SEC ↗
Whitebox Advisors Llc new holdings Feb 17 Aug 26 $7.05B → $142.02M (-98.0%) SEC ↗
Advisors Asset Management, Inc. new holdings Feb 12 Aug 21 $5.96B → $115,056 (-100.0%) SEC ↗

“restates entire filing” replaces the original table; “new holding entries” adds to it. Our analytics always use the latest accepted version; both filings stay in the record. How amendments work

The complete feed

Showing 7,701–7,800 of 10,726 managers that reported this season
One row per manager: these managers filed 11,282 separate documents; advisers may file one 13F per sub-portfolio. A further 271 superseded versions are excluded. Totals combine only live documents.

Jan 30 American Financial & Tax Strategies Inc

$200.69M reported · 97 holdings listed · SEC ↗

Q4 2025
Jan 30 Richardson Capital Management LLC

$199.33M reported · 249 holdings listed · SEC ↗

Q4 2025
Jan 30 Cosner Financial Group, LLC

$196.00M reported · 37 holdings listed · SEC ↗

Q4 2025
Jan 30 Torren Management, LLC

$195.83M reported · 1,475 holdings listed · SEC ↗

Q4 2025
Jan 30 Values First Advisors, Inc.

$192.75M reported · 369 holdings listed · SEC ↗

Q4 2025
Jan 30 Turning Point Benefit Group, Inc.

$191.44M reported · 1,056 holdings listed · SEC ↗

Q4 2025
Jan 30 Rachor Investment Advisory Services, LLC

$188.50M reported · 429 holdings listed · SEC ↗

Q4 2025
Jan 30 Stegner Investment Associates Inc.

$188.18M reported · 29 holdings listed · SEC ↗

Q4 2025
Jan 30 Innealta Capital, Llc

$184.72M reported · 85 holdings listed · SEC ↗

Q4 2025
Jan 30 Four Tree Island Advisory LLC

$181.17M reported · 23 holdings listed · SEC ↗

Q4 2025
Jan 30 Axis Wealth Partners, LLC

$181.04M reported · 167 holdings listed · SEC ↗

Q4 2025
Jan 30 Secured Retirement Advisors, Llc

$179.07M reported · 125 holdings listed · SEC ↗

Q4 2025
Jan 30 Arrien Investments, Inc.

$177.33M reported · 46 holdings listed · SEC ↗

Q4 2025
Jan 30 Wealth Forward, LLC

$177.00M reported · 43 holdings listed · SEC ↗

Q4 2025
Jan 30 Burrus Financial Services, Inc.

$175.87M reported · 12 holdings listed · SEC ↗

Q4 2025
Jan 30 Pacific Park Financial, Inc.

$160.16M reported · 74 holdings listed · SEC ↗

Q4 2025
Jan 30 Canandaigua National Trust Co of Florida

$159.81M reported · 129 holdings listed · SEC ↗

Q4 2025
Jan 30 Renasant Bank

$147.47M reported · 254 holdings listed · SEC ↗

Q4 2025
Jan 30 Seek First Inc.

$145.08M reported · 59 holdings listed · SEC ↗

Q4 2025
Jan 30 Durante & Waters, Llc

$143.37M reported · 32 holdings listed · SEC ↗

Q4 2025
Jan 30 Brown University

$142.56M reported · 10 holdings listed · SEC ↗

Q4 2025
Jan 30 Dale Q Rice Investment Management Ltd

$139.60M reported · 65 holdings listed · SEC ↗

Q4 2025
Jan 30 Reicon Wealth Advisors, Llc

$138.13M reported · 59 holdings listed · SEC ↗

Q4 2025
Jan 30 Woodside Wealth Management LLC

$133.99M reported · 83 holdings listed · SEC ↗

Q4 2025
Jan 30 CFC Planning Co LLC

$131.69M reported · 72 holdings listed · SEC ↗

Q4 2025
Jan 30 Sageworth Trust Co of South Dakota

$122.41M reported · 46 holdings listed · SEC ↗

Q4 2025
Jan 30 Hingham Institution for Savings amended

$122.05M reported · 12 holdings listed · SEC ↗

Q4 2025
Jan 30 North Horizon Holdings Inc.

$115.32M reported · 1 holdings listed · SEC ↗

Q4 2025
Jan 30 Schaeffer Financial LLC

$114.60M reported · 21 holdings listed · SEC ↗

Q4 2025
Jan 30 Safe Harbor Family Capital, LLC

$113.80M reported · 51 holdings listed · SEC ↗

Q4 2025
Jan 30 Cannon Capital Management, Inc.

$113.70M reported · 27 holdings listed · SEC ↗

Q4 2025
Jan 30 Capital Developers, LLC

$111.57M reported · 50 holdings listed · SEC ↗

Q4 2025
Jan 30 Urban Wealth Management, LLC

$107.57M reported · 94 holdings listed · SEC ↗

Q4 2025
Jan 30 Belleair Asset Management, LLC

$105.03M reported · 79 holdings listed · SEC ↗

Q4 2025
Jan 30 Ares Financial Consulting, LLC

$104.98M reported · 895 holdings listed · SEC ↗

Q4 2025
Jan 30 Smart Portfolios, LLC

$100.42M reported · 100 holdings listed · SEC ↗

Q4 2025
Jan 30 RCW Management, LLC

$99.01M reported · 66 holdings listed · SEC ↗

Q4 2025
Jan 30 Boyer Financial Services, Inc.

$94.28M reported · 51 holdings listed · SEC ↗

Q4 2025
Jan 30 ABS Direct Equity Fund LLC

$84.05M reported · 36 holdings listed · SEC ↗

Q4 2025
Jan 30 China-UAE Investment Cooperation Fund, L.P. amended

$67.44M reported · 1 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 30 New York State Teachers Retirement System

$51.43M reported · 1,632 holdings listed · SEC ↗

Q4 2025
Jan 30 TCG Capital Management, LP

$42.57M reported · 1 holdings listed · SEC ↗

Q4 2025
Jan 30 Centerstone Investors, LLC

$31.81M reported · 22 holdings listed · SEC ↗

Q4 2025
Jan 30 Veltria Advisors Corp.

$22.95M reported · 29 holdings listed · SEC ↗

Q4 2025
Jan 30 Mizuho Securities Co. Ltd.

$7.48M reported · 14 holdings listed · SEC ↗

Q4 2025
Jan 30 Pvg Asset Management Corp

$3.21M reported · 91 holdings listed · SEC ↗

Q4 2025
Jan 30 Kiker Wealth Management, LLC

$3.01M reported · 12 holdings listed · SEC ↗

Q4 2025
Jan 30 MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd

$1.18M reported · 71 holdings listed · SEC ↗

Q4 2025
Jan 30 Taiyo Life Insurance Co

$1.17M reported · 10 holdings listed · SEC ↗

Q4 2025
Jan 30 SOL Capital Management CO

$1.11M reported · 308 holdings listed · SEC ↗

Q4 2025
Jan 30 Wendell David Associates Inc

$984,322 reported · 149 holdings listed · SEC ↗

Q4 2025
Jan 30 Opus Capital Group, LLC

$923,152 reported · 137 holdings listed · SEC ↗

Q4 2025
Jan 30 WoodTrust Financial Corp

$856,842 reported · 250 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 30 First Fiduciary Investment Counsel, Inc.

$515,854 reported · 71 holdings listed · SEC ↗

Q4 2025
Jan 30 Yong Rong (HK) Asset Management Ltd

$329,811 reported · 23 holdings listed · SEC ↗

Q4 2025
Jan 30 Palisades Hudson Asset Management, L.P.

$257,917 reported · 146 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Jan 30 NJ State Employees Deferred Compensation Plan

value not stated on cover page · 1 holdings listed · SEC ↗

Q4 2025
Jan 30 Key National Trust Co of Delaware

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 WoodTrust Bank

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 Credit Suisse International

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 Us Bank National Association

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 Ulrich Consultants & Investment Group, LLC

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 U.S. Bancorp Investments, Inc.

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 UBS La Maison de Gestion

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 Hongkong & Shanghai Banking Corp Ltd / ASP

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 HSBC Bank USA, N.A.

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 First Sentier Investors RQI Pty Ltd

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 Citizens Bank, National Association

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 Ubs Securities Llc

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 Ubs Europe Se

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 Concurrent Asset Management, LLC

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 First Sentier Investors (Australia) RE Ltd

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 First Sentier Investors (Singapore)

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 Citizens Private Wealth, Llc

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 U.S. Bancorp Asset Management Inc

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 First Sentier Investors International IM Ltd

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 Keybanc Capital Markets,Inc /Oh/

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 First Sentier Investors (UK) IM Ltd

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 U.S. Bancorp Advisors, Llc

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 First Sentier Investors (Hong Kong) Ltd

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 Hsbc Global Asset Management (Mexico), Sa De Cv…

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 United Community Banks Inc

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 Ubs Brasil Administradora De Valores Mobiliarios…

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 First Sentier Investors (Australia) IM Ltd

value not stated on cover page · SEC ↗

Q4 2025
Jan 30 Ubs Ag

value not stated on cover page · SEC ↗

Q4 2025
Jan 29 The Vanguard Group

$6.90T reported · 17,686 holdings listed · 6 other managers included · largest holding: NVDA · +94 new · −90 exits · analysis · SEC ↗

Q4 2025
Jan 29 UBS Group AG

$616.68B reported · 24,019 holdings listed · 12 other managers included · largest holding: NVDA · analysis · SEC ↗

Q4 2025
Jan 29 IMC-Chicago, LLC

$275.42B reported · 4,278 holdings listed · largest holding: QQQ · analysis · SEC ↗

Q4 2025
Jan 29 Pictet Asset Management Holding SA

$103.05B reported · 2,082 holdings listed · 6 other managers included · largest holding: NVDA · analysis · SEC ↗

Q4 2025
Jan 29 Sanctuary Advisors, LLC 4 reports combined

$64.18B reported · 9,330 holdings listed · SEC ↗

Jan 06–Jan 29
Jan 29 Calamos Advisors LLC

$26.63B reported · 997 holdings listed · 2 other managers included · SEC ↗

Q4 2025
Jan 29 Comerica Bank

$25.06B reported · 6,347 holdings listed · SEC ↗

Q4 2025
Jan 29 State Of Michigan Retirement System

$20.57B reported · 935 holdings listed · SEC ↗

Q4 2025
Jan 29 D.A. Davidson & Co.

$16.33B reported · 1,519 holdings listed · SEC ↗

Q4 2025
Jan 29 Impax Asset Management Group plc

$15.98B reported · 279 holdings listed · 3 other managers included · SEC ↗

Q4 2025
Jan 29 Concurrent Investment Advisors, LLC

$8.78B reported · 3,051 holdings listed · 1 other managers included · SEC ↗

Q4 2025
Jan 29 Advisors Capital Management, LLC

$8.50B reported · 567 holdings listed · SEC ↗

Q4 2025
Jan 29 Aegon Asset Management Uk Plc

$8.40B reported · 159 holdings listed · SEC ↗

Q4 2025
Jan 29 Kestra Private Wealth Services, Llc

$8.06B reported · 1,726 holdings listed · SEC ↗

Q4 2025
Jan 29 Montrusco Bolton Investments Inc.

$8.03B reported · 73 holdings listed · SEC ↗

Q4 2025
← Previous Page 78 / 108 Next →
Provenance: Filing index from EDGAR quarterly form indexes; per-filing totals parsed from each filing's own cover/summary page (values as reported; a small number of filers mistakenly report in $thousands); position-level changes from parsed information tables (tracked universe, comparable sets). Every row links to its original SEC document. Data pipeline methodology